Financial Services Specialist

2 weeks ago

Geraldton, Western Australia beBeeCustomer Full time $90,000 - $125,000

About This Role

We are seeking a highly skilled Banking Consultant to join our team in Geraldton. As a key member of our Retail Banking division, you will play a vital role in providing customers with an exceptional banking experience.

As a Banking Consultant, you will be responsible for meeting the end-to-end financial needs and goals of customers across various transaction activities, needs-based conversations, and educating them on available financial solutions, including digital offerings.

You will have the knowledge required to complete customer transactions, conduct in-depth needs-based conversations, and fulfill products as per your accreditation level.

This role is primarily based in branches, where you will deliver high-quality customer service to ensure customers are satisfied and become strong advocates for our organization.

Key Responsibilities:

  • Provide seamless branch experiences for customers
  • Contribute to a significant uplift in customer engagement and advocacy
  • Actively participate in and support bank programs and initiatives

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